Course Description: Personal Retirement Analysis Workshop

Create a personal retirement analysis through rare access to one of the best financial planning programs in the industry, guided by a CERTIFIED FINANCIAL PLANNER? . Clarify your current path and learn critical concepts to maximize your retirement dollars and align your financial goals with your values. Walk away with clarity and understanding of your unique situation, and personal retirement plan. This course is best suited for those considering retirement, or already retired. Students must attend the first two sessions. The third session will be scheduled as a one-on-one consultation with a financial planner. Couples are encouraged to attend together. Register your partner/spouse at the time of registration for an additional $25.

 Course Details: (No seats currently available, may add to waitlist)

Schedule: Class meets Tuesday, 4/23 and Thursday, 4/25 from 6-8 pm in COCC Health Careers Center, room 230. Students will schedule a third session, by 5/3, (between 8 am-4 pm) for a one-on-one meeting with a financial planner.
Times: 06:00pm-08:00pm
Class Price : $89.00

Subsessions/Add-Ons:

Every week on Tuesday and Thursday, starting on 04/23/24 and ending on 04/25/24
Partner/Spouse Add On
 

Instructors

Name Additional Resources
Chad Staskal

Facility Detail

COCC Health Careers Center
HCC 0230
2600 NW College Way
Bend, OR 97703

Cancellation Policy

Students must cancel by contacting our office via phone: (541) 383-7270 or email: ceinfo@cocc.edu. Cancellations received 5 days prior to the start of the class will receive a full refund. Full refunds are also issued for classes cancelled by COCC. Refunds will be issued back to your card or in the form of a check and mailed within two weeks of the cancellation date if paid by check or cash. Failure to participate in a course or program does not result in a refund. Exceptions to the general refund policy are noted in the course descriptions on our website and in the printed schedule. If you have any questions, please call us at (541) 383-7270.